- – Manage and review compilation and tax filings, ensuring compliance and quality.
- – Build strong client relationships by providing proactive and responsive service.
- – Mentor and develop team members, offering technical guidance and performance feedback.
- – Own full-cycle acquisition of high-potential channel partners to drive growth.
- – Forge sustainable relationships with partners, maximizing platform adoption and success.
- – Maintain CRM data integrity, delivering strategic performance reports to leadership.
- – Manage commercial real estate files from opening through closing and post-closing.
- – Review and analyze transaction documents, including agreements and financing papers.
- – Conduct due diligence searches and coordinate transaction timelines to meet deadlines.